Transfer your existing ISA

If you already have ISAs with other providers you can transfer them into a Healthy Investment Ethical ISA. You  can transfer a cash ISA with a bank or building society to take advantage of the potential  for better returns. You can transfer a unit-linked ISA to Healthy Investment to reduce your risk of being affected by stock market volatility. Transferring …

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Invest in a bond for tomorrow

If you want to invest for your future, our Investment Bond might be right for you. You can invest for yourself, your children or grandchildren and get the return and security you are looking for. You can invest from just £500 up to a maximum of £250,000. Investments can be made in a single name or in joint names with …

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Can a Trust reduce your Inheritance Tax bill

If you put money or property in a trust it no longer belongs to you. Any cash, property or investments belong to the trust and will be outside your estate for inheritance tax purposes and may not count towards your inheritance tax liability when you die. Another potential benefit is that a trust is a way of keeping some control …

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